Terms & Conditions

How ZoNest Works with Zoho Clients

By requesting a quote, signing an agreement, or using our client portal, you agree to the engagement principles below. They keep projects transparent, collaborative, and outcome-focused.

1. Who We Are

ZoNest Solutions is an independent Zoho implementation and integration company helping SMBs, enterprises, and public sector teams design, build, and operate Zoho-based solutions.

These Terms define our baseline working principles. Any signed service order, proposal, or contract will override these Terms if a conflict arises.

2. What We Do

Typical engagement highlights include:

  • Configuring Zoho CRM, Zoho One, and connected applications.
  • Migrating and cleaning data so imports run smoothly.
  • Building integrations with telephony, gateways, ERPs, and websites.
  • Designing automation—workflows, blueprints, tasks, and alerts.
  • Delivering dashboards and scheduled reports you can actually use.
  • Training admins and end users through concise, practical sessions.
  • Providing post-go-live support and periodic health checks.

Need something else? Tell us. We'll take it on or recommend a trusted partner.

3. How Projects Run: Practical Responsibilities

We work professionally and stay proactive. You help us stay efficient by being reachable and decisive.

What ZoNest will do

  • Assign a project lead and right-sized delivery team.
  • Maintain a log of decisions, designs, and configuration changes.
  • Provide weekly updates on the agreed cadence.
  • Deliver against the signed scope.

What you will do

  • Grant timely admin (or delegated admin) access to your Zoho org.
  • Share exports and documentation needed for migration work.
  • Nominate an empowered stakeholder for approvals.
  • Give prompt feedback on deliverables—waiting for answers causes most delays.

Any scope or plan changes require a written change request with cost/time impact.

4. Payment Terms

Fee structures and milestones live in the proposal you sign. General rules:

  • Invoices follow the payment terms listed on each invoice—work pauses on overdue accounts.
  • We typically invoice per milestone or as monthly retainers for support.
  • Taxes, bank fees, and currency conversion costs are your responsibility.
  • For auto-payments, we rely on a secure payment provider and never store card data.
  • Need a different billing cadence? Ask during the proposal stage and we'll explore options.

5. Changes, Extras, and Scope Creep

Anything not documented in the signed scope counts as extra work—perfectly normal and fully manageable.

Process for requesting extras:

  • You request an addition or modification.
  • We prepare a short change request detailing cost and delivery impact.
  • Work starts only after you approve the change request.

This keeps expectations aligned and delivery predictable.

6. Timelines and Realistic Expectations

We estimate responsibly, but external factors can still shift timelines.

Common delay triggers include:

  • Late approvals or missing feedback from your team.
  • Unclean exported data that requires remediation.
  • Third-party systems that limit access or change APIs mid-project.
  • Unplanned outages from Zoho or other vendors.

If timelines move, we communicate it quickly and propose a practical recovery plan. Fixed dates apply only when documented with acceptance criteria.

7. Data Ownership and Handling

You own your data. Always.

Our usage principles:

  • Only access what is necessary to deliver the project.
  • Never repurpose your data beyond the engagement.
  • Delete temporary exports post-migration/testing unless you request retention.
  • Happily sign NDAs or data processing addendums when required.
  • Long-term backup retention is a separate, billable service.

8. Security Best Practices

Security matters. We're not a security vendor, but we focus on practical safeguards.

What we do

  • Use secure credential-sharing methods and temporary accounts.
  • Recommend MFA and role-based permissions.
  • Harden Zoho settings (IP restrictions, profiles, etc.) where possible.
  • Maintain access logs and revoke temporary admin access when finished.

What you must do

  • Protect administrative credentials—never email passwords.
  • Enable MFA for privileged users.
  • Approve security adjustments promptly when we flag them.

Need an independent security audit? We can coordinate that as a separate engagement.

9. Zoho Licences and Third-Party Costs

Unless explicitly stated, ZoNest does not resell Zoho licences—you pay Zoho directly or provide us the licences needed for delivery.

Paid connectors, telephony minutes, plugins, or other third-party costs are listed separately and paid directly to those vendors unless agreed otherwise.

10. Intellectual Property

What becomes yours after final payment

  • Custom code and scripts.
  • Zoho configurations, blueprints, reports, and related documentation built for your project.

What remains ZoNest property

  • Internal accelerators, reusable snippets, templates, and delivery methodologies.

Need full assignment of every artifact? Let us know so we can address it in the commercial agreement.

11. Support, Bug Fixes, and Service Levels

Project delivery and ongoing operations require different models.

After delivery

  • Once you accept the final deliverables and pay the final invoice, a warranty period (defined in the project document) begins.
  • During warranty, we fix issues caused by our work at no additional cost.

Support plans

  • Paid plans cover ongoing support and maintenance with clear response times and coverage windows.
  • Weekday support is standard; extended/critical support is available on request.

Major changes and new features

  • Large features, new modules, or redesigns are scoped and priced as fresh projects.

12. Warranties and Limitation of Liability

We deliver services with reasonable skill and care—no promise of perfection.

  • Our total liability for direct losses is capped at the fees you paid for the relevant project.
  • We are not liable for indirect or consequential damages (lost profits, reputation, or interruption).
  • These limits are industry standard and keep engagements practical.

13. Termination and Handover

Either party can terminate a project with written notice. When that happens:

  • You pay for all completed work up to the termination date.
  • All outstanding invoices become due immediately.
  • We hand over completed deliverables once payments clear.
  • Accelerated handovers requested after early termination are billed separately.

14. Dispute Resolution and Governing Law

We prefer transparent conversations to resolve issues.

If dialogue fails, the parties will attempt mediation before litigation.

Governing law matches the jurisdiction where ZoNest Solutions is registered, and venue defaults to courts in that jurisdiction unless stated otherwise.

15. Website Content, Links, and Third-Party Information

We strive to keep site content accurate, but external links are provided for convenience and do not imply endorsement.

Zoho frequently updates features; if they change or retire something used in your solution, we'll suggest alternatives but cannot control Zoho's roadmap.

16. Updates to These Terms

We may refresh these Terms periodically and will note the effective date at the top.

Material changes that affect active contracts will be communicated directly so we can discuss the impact.

Continuing to use our services after updates take effect indicates acceptance of the revised Terms.